David Daniels is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 65 and Series 63 licenses with nine years of industry experience. Prior to joining Voya in 2025, he worked at John Hancock and John Hancock Distributors LLC from 2016 to 2023. Voya Financial Advisors, Inc. serves individual, retirement plan, charitable, and corporate clients, offering financial planning, portfolio management, third-party money manager access, and brokerage and insurance product distribution through a combination of advisory and broker-dealer services.

Anthony Bevilacqua is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 13 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 11 years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers to deliver tailored solutions such as Executive Wealth and Private Family Office support.

Fredy Molfino De La Jara is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. His prior work includes positions at PriceWaterhouseCoopers and FPMC LLC. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm combines centralized investment resources and model portfolios with both discretionary and non-discretionary manager implementation, offering a range of tailored services such as retirement plan education and private family office support.

Mark Valickus is a CFA® charterholder with one year of industry experience, currently serving as a financial advisor at Cerity Partners LLC in Boston, MA. He previously worked at Prio Wealth LP for six years and BNY Mellon Wealth Management for seven years. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, charitable institutions, and other entities, advising on over $126 billion in client assets. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and private market programs for qualified clients.

Jennifer Eustance is a CFA® charterholder with 20 years of industry experience, currently serving at Corient. Her prior roles include positions at Eaton Vance WaterOak Advisors and Boston Financial Management LLC. She is based in Boston, MA. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers, utilizing risk management tools and alternative investments as appropriate.

Steven Dechiario is a financial advisor with Truist Advisory Services in Boston, MA, holding Series 63 and Series 65 credentials and maintaining 25 years of industry experience. His prior work includes 19 years at Citigroup Global Markets and his current roles at Truist Advisory Services Inc. and Truist Investment Services Inc. He has been with Truist since 2022. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager‑selection programs, utilizing a combination of discretionary and non‑discretionary approaches along with third‑party platforms and AI-enabled research tools.

Joseph Cahill is a financial advisor at Commonwealth Financial Network with 34 years of industry experience. He holds the ChFC® designation and has been with Commonwealth since 2013. Cahill also owns and operates Joseph Cahill & Associates, Inc., which includes tax preparation services and a developing restaurant and hospitality business in Vermont. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, investment management, and back-office support, allowing advisors discretion to construct portfolios from a broad range of securities and insurance products.

Donal O Rourke is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has a background that includes service in the United States Army Reserve Command and studies at Boston University School of Law. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored investment strategies supported by its Private Wealth Investment Strategy Group and External Investment Group and integrates capabilities across the broader Goldman Sachs ecosystem.

Jeffrey Glenn is a CFA® charterholder and holds a Series 65 license, with 22 years of experience in the financial industry. He has been with Breckinridge Capital Advisors Inc in Boston, MA since 2012. Breckinridge Capital Advisors manages over $50 billion in separately managed accounts and sub-advisory arrangements for a diverse client base, including high net worth individuals, charitable organizations, corporations, and mutual funds. The firm employs a combination of top-down macro analysis and bottom-up fundamental research to implement a range of fixed income and equity strategies, supported by proprietary technology and a team-based portfolio construction process.

Brian Gotta is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 41 years of industry experience and has been involved with United Planners since 1990. Gotta is president of Gotta Retirement Services, Inc. and also serves as a notary public. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, offering both fee-based and commission-based options through its network of 477 independent advisors.

Bradley Wilson is a financial advisor at CIBC Private Wealth Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 designations with 11 years of industry experience. His prior roles include positions at Silicon Valley Bank, SVB Wealth LLC, and Boston Private Wealth LLC. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm utilizes a combination of proprietary and external strategies, supported by internal investment and governance teams, to deliver customized portfolio management and family office services.

Nicholas Elkins is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds the Series 66 designation and has one year of industry experience. Prior to joining Voya, Elkins worked at Merrill, Fidelity Investments, and BDO USA. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individual clients, employer-sponsored retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management through wrap and unified managed account programs, third-party money manager access, and brokerage and insurance product distribution.

Teresa Finigan is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been associated with Voya Financial Partners since 2014 and leads Finigan & Associates. In addition to her advisory work, she is an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves individual, retirement plan, charitable, and corporate clients by providing financial planning, portfolio management, and brokerage and insurance product distribution. The firm combines advisory services with broker-dealer activities, offering a range of affiliated and third-party investment strategies and emphasizing non-discretionary asset management.

Matthew Murphy is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has worked at various Guardian Life entities since 2006 and Park Avenue Securities since 2022. Murphy has also been associated with Northeastern University since 2004. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

Blake Hopkins is a financial advisor with Transamerica Financial Advisors in Quincy, MA, holding Series 66 and Series 63 credentials and bringing 15 years of industry experience. His prior work includes over a decade at Santander Bank and seven years at Santander Securities. He also engages in sales of insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers a mix of advisory and broker-dealer services with proprietary and third-party model portfolios, managing both discretionary and non-discretionary assets.

Cheryl Wilkinson is a CFP® professional with 20 years of industry experience. She has worked at The Colony Group, LLC since 1997. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework.

Brian Kelleher is a financial advisor at Breckinridge Capital Advisors Inc with 14 years at the firm and three years of industry experience. He holds a Series 65 credential and is based in Boston, MA. Breckinridge Capital Advisors manages over $50 billion in separately managed accounts and sub-advisory arrangements for a diverse client base including high net worth individuals, charitable organizations, corporations, and mutual funds. The firm offers a range of fixed income and equity strategies and combines a top-down macro outlook with bottom-up fundamental research, supported by proprietary technology and team-based portfolio management.

Rebecca Peterson is a financial advisor with Commonwealth Financial Network in Arlington, MA, holding the ChFC® designation and Series 63 and 66 licenses. She has 24 years of industry experience and has been with Commonwealth and Owings Financial Services since 2001. Outside of advisory work, she is a notary public. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and operational support. The firm offers discretionary model portfolios and various program structures, supporting advisors with investment management, trading, compliance, and practice management services.

Alan Zwicker is a financial advisor with Schwab Wealth Advisory in Boston, MA, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and LPL Financial, LLC. He also provides administrative support to Goodman Advisory Group, LLC, an independent investment advisor firm. Schwab Wealth Advisory offers non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing Schwab's asset allocation models and research tools. The firm serves individual clients with investment recommendations and annual financial reviews while operating under a cost-and-expense-plus arrangement within the Schwab ecosystem.

Scott Smith is a financial advisor with Commonwealth Financial Network in Boston, MA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with Commonwealth since 2005 and was also associated with Beacon Investment Management, LLC for 15 years. In addition to advisory work, he is involved in selling fixed insurance products. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering various advisory programs, wealth management, and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.